総合バリュエーションレンジ · 保守的 $14–$16 / 妥当 $17–$23 / 楽観的 $26.8–$30。$19.91 時点で 妥当な本源的価値レンジ内。
レポート公開時 $19.03（2026年6月21日）
An Amsterdam court allowed Greenpeace's anti-intimidation lawsuit against Energy Transfer to proceed.
Possible impact:May affect expectations for Dakota Access judgment recovery, legal costs and reputational risk.
Energy Transfer withdrew the air permit application for a $1.8 billion Jefferson County petrochemical project.
Possible impact:May affect expectations for petrochemical expansion timing, capital spending and regulatory risk.
Energy Transfer announced a quarterly cash distribution increase to $0.3375 per unit, up over 3% year over year.
Possible impact:The higher distribution may affect income investors' expectations for unit value and cash returns.
The Desert Southwest expansion began FERC pre-filing in March, targeting up to about 2.3 Bcf/d of capacity.
Possible impact:Regulatory progress may affect expectations for major project execution and future EBITDA.
Automatically summarized from public sources; for context only, not investment advice.
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Energy Transfer LP, together with its subsidiaries, provides energy-related services in the United States. It operates through Intrastate Transportation and Storage; Interstate Transportation and Storage; Midstream; Natural Gas Liquid (NGL) and Refined Products Transportation and Services; Crude Oil Transportation and Services; Investment in Sunoco LP; Investment in USA Compression Partners, LP (USAC); and All Other segments. The company owns and operates natural gas transportation pipelines and storage facilities; and approximately 12,200 miles of intrastate natural gas transportation pipelines and 20,090 miles of interstate natural gas pipelines. It also sells natural gas to electric utilities, independent power plants, local distribution and other marketing companies, and industrial end-users. In addition, the company owns and operates natural gas gathering pipelines, processing plants, and treating and conditioning facilities; and natural gas gathering, compression, treating, dehydration and processing, oil pipeline facilities. Further, it owns 5,700 miles of NGL pipelines; NGL fractionation and storage facilities; and other NGL storage assets and terminals. Additionally, the company provides crude oil transportation, terminalling, trucking, acquisition, and marketing activities; owns and operates approximately 18,000 miles of crude oil trunk and gathering pipelines; and sells and distributes motor fuels and other petroleum products under the Sunoco and EcoMaxx brands. It also offers natural gas compression; wholesale power trading; and carbon dioxide and hydrogen sulfide removal services, as well as management of coal and natural resources properties; sells standing timber; leases coal-related infrastructure facilities; and collects oil and gas royalties. The company was formerly known as Energy Transfer Equity, L.P. and changed its name to Energy Transfer LP in October 2018. Energy Transfer LP was founded in 1996 and is headquartered in Dallas, Texas.
Energy Transfer LP was founded in 1996 and is headquartered in Dallas, Texas. The listed parent that today trades as ET began as Energy Transfer Equity, a Delaware limited partnership formed in September 2002 and taken public in February 2006. The current security is the product of repeated mergers: the 2017 ETP-SXL merger folded Sunoco Logistics into the operating partnership; the 2018 ETE-ETP merger renamed ETE as Energy Transfer LP (October 2018) and created today's listed units; followed by the 2019 SemGroup, 2021 Enable, 2023 Lotus (adding Centurion), 2023 Crestwood and 2024 WTG acquisitions. In 2020 ET cut its distribution to $0.1525 per unit, or $0.61 annualized.
Energy Transfer is a roughly $66 billion K-1 master limited partnership in U.S. oil and gas midstream, owning about 140,000 miles of integrated gas, NGL, crude and export infrastructure across 44 states, with export choke points at Nederland and Marcus Hook. In 2025 it produced $15.98 billion of consolidated Adjusted EBITDA, with segment mix roughly 26% NGL and refined products, 20% midstream, 20% natural-gas inter- and intrastate pipelines and storage, 18% crude oil, and 16% SUN, USAC and other. Its peer set includes Enterprise Products Partners (EPD), MPLX, Williams (WMB), Kinder Morgan (KMI) and Targa Resources (TRGP).
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